"Wall Street" must prepare for the winter of artificial intelligence
There is no doubt that one of the most absurd things that took place in the shares of the technological sector during 2024, the sudden decline in the shares of the “Invidia” business, moments after its profit report for the second fiscal quarter in August. At the time, CEO Jensen Huang, who had impressive success this year, declared a simple problem – resolved – in the production of the new company segment, but investors panicked. Soon the investors returned to their senses, and things went well. However, this position emphasized the great anxiety that is hidden for fragile optimism around artificial intelligence, as the market stands at a maximum attention of any signs that indicate that any peak has reached in this field, and it will be exaggerated, when you believe that one of these peaks appears. It does not preach well for 2025, and it is a year in which the characteristics of rationality and calm are in thinking, amid the slowdown in the development of artificial intelligence, which can achieve the degree of love. Over the past few weeks, artificial intelligence leaders have warned against caution. The CEO of “Google” Sondar Pachai during an event organized by the New York Times said he felt that the ‘Daniar’ of artificial intelligence had already been harvested. “With our move to the next level, we need more powerful breakthroughs.” Regarding Sam Altman, the founding partner and CEO of Openai, he said he still felt that his business would reach the level of general artificial intelligence (the emulator of human intelligence), but he believes his influence will be “much less” than some people previously believed. He said that the extraordinary intelligence that exceeds the intelligence of man will form the desired major change, but it is still far -reaching. Behind the scenes, several reports have indicated that ‘Oben Ai’ is struggling to cause big leap in the ability expected. Sora -Lange video -generation -model “Sora” is still an incredible but impractical and expensive offer. The latest versions of the models, which boast ‘inference’ and other features, were just gradual improvements, but were not cheaper to develop it than previous models. The ‘surprises’ factor caused by the ‘chatgpt’ app is gradually fading. “Apple Intelins. In fact, the company’s primary experiences in the field of artificial intelligence have formed some kind of embarrassment for it. Summaries generated by artificial intelligence ranged between what is comical and what is very wrong. In the previous innovations, Apple said it would be the best, if not the first. With artificial intelligence, she couldn’t achieve any of the two things. The first indication of the impact “Apple Intelligence” on the financial results of the business comes from the last quarter of 2024 during the holiday season. These sales are probably standard as usual, but consumer purchasing decisions are still based on the best cameras and the longest batteries as artificial intelligence. There is no confirmed solution to blow on the horizon. Tim Cook said last June that he will never claim ‘Apple’s Artificial Intelligence’ 100% of ‘Hallucinations’. It refers to one of the major concerns as we approach the new year, namely that the pump of big data will remain limited in larger models in building ‘smart’ abilities, and it seems that we have almost reached that point. Even though the pump of additional data is the solution, businesses that collect materials from any available source begin to find enough information to feed these models. “We only have one internet,” says Elijah Sutskifer, the leadership engineer in the field, who left Ai Oben AI to start his own business for artificial intelligence. Currently, new information producers have become unusually demanding to raise money. Exaggeration in the expectations of artificial intelligence says some commentators say that it is clear that the estimated abilities of artificial intelligence, or more specified artificial intelligence, by those who have a financial interest to arouse excessive enthusiasm over his horizon. Others see that it has not yet been resolved about what artificial intelligence will become. There is another opinion that sees that the current abilities, if they use it wisely, are a radical change. I don’t know who is right. In defense of my view, it can be said that even businesses that have spent dozens of billions of dollars to try to know that it is not known, and it seems that they will spend more before determining the most profitable cases of use. Meanwhile, efforts to balance the budgets, by imposing higher fees on the use of artificial intelligence or advertising, can receive a limited welcome. All of this is not an argument for selling artificial intelligence shares, but rather an argument to retain it, even if it seems that next year will be much less than the past two years. Brent Thil, an “Jeffrey” analyst, has published a recent report similar to the path of artificial intelligence software with slow boat on the plane runway, and not the rocket launch that offered companies selling semiconductors or accessing computer power or both. Thil noted that the earnings of mechanized more than artificial intelligence software cannot be reached until 2026, which will be disappointing for very disappointing. And if the relapse of “Invidia” indicates in August in August, investors will panic quickly if any signal with bad news appears. Wall Street’s decisions for the new year must therefore be the expectations of artificial intelligence.